See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,414 | $65,365-1.5% | $92,893-30.7% | $72,985-11.7% |
| Participation rate | 88.6% | 68.3%+20.3pp | 76.0%+12.6pp | 69.5%+19.2pp |
| Annual return | 21.77% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,596 | $2,594-38.5% | $3,653-56.3% | $2,440-34.6% |
| Participant deferral / active EE | $4,285 | $3,128+37.0% | $4,236+1.2% | $3,607+18.8% |
| Admin fee / account holder | $284 | $4,251-93.3% | $5,794-95.1% | $5,124-94.5% |